MinichMacGregor Wealth Management’s Sempra SRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-18
| Closed | – | – | 551 |
|
|
2017
Q4 | $0 | Hold |
18
| – | – | ﹤0.01% | 523 |
|
|
2017
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 449 |
|
|
2017
Q2 | $1K | Buy |
18
+2
| +13% | +$111 | ﹤0.01% | 445 |
|
|
2017
Q1 | $0 | Buy |
+16
| New | – | ﹤0.01% | 502 |
|
|
2016
Q4 | – | Sell |
-10
| Closed | – | – | 503 |
|
|
2016
Q3 | $0 | Sell |
10
-18
| -64% | – | ﹤0.01% | 484 |
|
|
2016
Q2 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 415 |
|